Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,528 | $110,307-27.0% | $96,576-16.6% | $139,456-42.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 14.91% | 26.40%-11.5pp | 25.87%-11.0pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,413 | $3,619-61.0% | $2,965-52.4% | $4,753-70.3% |
| Participant deferral / active EE | $4,449 | $5,547-19.8% | $4,851-8.3% | $6,711-33.7% |
| Admin fee / account holder | $4,047 | $11,597-65.1% | $8,253-51.0% | $11,407-64.5% |